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Lehman Financial Resources’s LyondellBasell Industries LYB Stock Holding History

Lehman Financial Resources’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$41K – 219
2015
Q3 		$41K Buy
+500
New +$44.5K 0.02% 169
2015
Q1 		– Sell
-500
Closed -$40K – 429
2014
Q4 		$40K Hold
500
– – 0.02% 162
2014
Q3 		$54K Buy
+500
New +$54.1K 0.03% 135

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lehman Financial Resources's LYB Position: Q4 2015 in Review

Lehman Financial Resources sold out of LyondellBasell Industries (LYB) in Q4 2015, closing a stake of 500 shares — an estimated $41K sold.

Lehman Financial Resources first reported a position in LYB in Q3 2014 and held it in 3 quarters. The position peaked at $54K in Q3 2014. 727 funds tracked by Wall St. Rank hold LYB as of Q4 2015.

  • Lehman Financial Resources reported no remaining LyondellBasell Industries position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 500 LyondellBasell Industries shares in Q4 2015, an estimated $41K.
  • Lehman Financial Resources first reported a position in LyondellBasell Industries in Q3 2014 and held it in 3 quarters.
  • Lehman Financial Resources's LyondellBasell Industries position peaked at $54K in Q3 2014.
  • 727 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.